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BrokerEngine + Google Sheets

Update Google Sheets rows when BrokerEngine card dates change

Effortlessly organize and track your BrokerEngine tasks with this seamless workflow. Whenever a card date is changed in BrokerEngine, a new row will be added to your Google Sheets spreadsheet, keeping your information updated and accessible in one convenient location. Save time and enhance your productivity with this streamlined automation.

Effortlessly organize and track your BrokerEngine tasks with this seamless workflow. Whenever a card date is changed in BrokerEngine, a new row will be added to your Google Sheets spreadsheet, keeping your information updated and accessible in one convenient location. Save time and enhance your productivity with this streamlined automation.

  1. When this happens...
    BrokerEngineBrokerEngine
    Card Date Changed

    Triggers when a card date field has changed.

    TriggerInstant
  2. automatically do this!
    Google SheetsGoogle Sheets
    Create Spreadsheet Row

    Create a new row in a specific spreadsheet.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Date Field

    Trigger
    Instant
    Try It
  • BrokerEngine triggers, actions, and search

    New Card on Board

    Triggers when a new card on a specific board or regardless of board is created.

    Trigger
    Instant
    Try It
  • BrokerEngine triggers, actions, and search

    Financevault Document Request Done

    Triggers when client clicks "Done" in a FinanceVault document request.

    Trigger
    Instant
    Try It
  • BrokerEngine triggers, actions, and search

    New Contact Created

    Triggers when a new contact is created.

    Trigger
    Instant
    Try It
  • BrokerEngine triggers, actions, and search

    New Financevault Document Request

    Triggers when a new FinanceVault document request is created. This Zap will only be triggered when the Financevault request is created for the very first time. Subsequent updates to the same Financevault portal will not trigger the Zap.

    Trigger
    Instant
    Try It
    • Subscribed Tags

    Trigger
    Instant
    Try It
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About BrokerEngine

BrokerEngine is the first and only mortgage broker software guaranteed to grow your revenue while working fewer hours, with push-button automation and workflows that free you up to focus on your highest-value activities.
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  • CRM (Customer Relationship Management)

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google-sheets logo

About Google Sheets

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.

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